-70.1%
APTV vs CLBK
+41.8%
-111.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.2% |
| 7D | -1.2% | -1.5% | +0.3% | -0.6% |
| 30D | -10.6% | +6.7% | -17.3% | -12.9% |
| 3M | -35.0% | +21.2% | -56.2% | -39.9% |
| 6M | -38.9% | +42.0% | -80.9% | -46.9% |
| YTD | -41.5% | +63.3% | -104.8% | -52.0% |
| 1Y | -45.8% | +65.4% | -111.2% | -55.9% |
| 3Y | -55.7% | +52.5% | -108.2% | -63.6% |
| 5Y | -70.1% | +42.0% | -112.1% | -76.4% |
| All | -70.1% | +41.8% | -111.9% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CLBK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling